Wealth Management Associate Program (Military)
Requirements
- Ex-military Officers
- Passion in personal finance
- Driven & Meticulous
- Loves to network & meet new people
- Wants a fast-tracked management career in wealth management
The program entails the following:
- 12 weeks program that comes with up to 80% pay-matching of their last drawn pay
- Associates will be licensed at the end of the 12 weeks
- Associates will undergo a structured program equipping them with investment advisory, risk management, tax optimisation, estate and legacy planning, personal branding and networking skills
- Case studies and discussions to learn practical knowledge
- Various sharing by guest speakers
- Visits to various fortune 500 companies and existing partners such as asset management and fund management firms
Upon Successful Completion of this program:
- Associates will be emplaced on a fast-track management program that will see them taking up leadership roles at the end of the 12 months
- Associates will undergo an interview within 1 month to be emplaced onto a basic pay scale ranging from $4K to 10K (up to 80% matching of last drawn pay)
- Associates will be attached to a mentor who will continue to provide mentorship 12-month post program
About Program Director
This program is designed and led by the Program Director, Mr Dexter Koh. He comes with a wealth of experience in managing internship programs and educational workshops.
As a military officer himself even until today as one of the NS Battalion Commander, he understands the challenge in military officers trying to make a career transition into the finance industry especially with a lack of experience and qualification. This is why he has designed the program drawing parallels to the SAF planning and simplifying a lot of the financial jargons and calculations to enable military officers to level up and deploy quickly.
He currently heads the top and multi-award winning Alpha Private Wealth Advisory team and Investment Committee in Alpha Wealth Financial Advisers.
He holds the following academic qualifications and certifications:
- Master of business administration (Dean’s list), Singapore Management University
- Post graduate Diploma in Learning Science Instructions, National Institute of Education
- Bachelor of Engineering in Systems Engineering, Nanyang Technological University
- Certified Financial Planner (CFP©)
- Singapore Accredited Mortgage Planner (SAMP TM)
- Lean Six Sigma Green Belt, QAI
- ISO 9001 2008 Internal Auditor
He is also active in the academic circles as an Associate Faculty in SUSS, and currently serves as an Advisor to the SMU MBA Alumni Exco as well as Vice Chair of various sub committees in Singapore Recreation Club.
Apply Here
Fill in the form in the link below and submit along with your most updated resume.
Our Military Graduates
Teo Beo Khoon
Beo Khoon, is an Executive Financial Consultant/ Agency Development Manager with Alpha Private Wealth Advisory (APWA) Unit in Alpha Wealth Financial Advisers Pte Ltd.
Beo Khoon, AKA BK in the military, spent more than two decades in the military and he retired as a senior officer in the SAF. Back in the SAF, he was taught to do the right things right, and to share best practices. He believes in giving back and molding the next generation, which is why he volunteered to teach the middle-level officers as a Directing Staff (DS) in the Army Officers' Advanced School. That further fueled his passion in educating and coaching which led him to further his studies in National Institute of Education in the Specialist Diploma in Learning Science. As an ex-military officer, he was brought up to be professional and meticulous in every task that he embarks on as any error made in military operation planning may cause a ripple effect downstream.